You do not need until your Seniorleads account is activated.  You can login to a dummy booklet account and see exactly what you need to  create booklets


Dummy booklet account:


www.advisorbooklets.com

User:  visitor@advisorbooklets.com

Pw: laststop



Any advisor logging into this dummy account must delete/overwrite the information added by last advisor who used this dummy account

Since this information can always be overwritten by next advisor who uses dummy account, it cannot be assumed to store and any pdfs should be created and saved immediately to advisor's PC